Kerrisdale Short DISH; Company “Bad For America”

Kerrisdale Short DISH; Company “Bad For America”

As we first reported here Kerrisdale debates the DISH spectrum and says its bad for America. Kerrisdale says its worth $5-$10B while bull says DISH is worth $80B – big divergence

Traders react to DISH short
33 Mins Ago
The FMHR traders share their reaction to Kerrisdale Capital’s short on DISH Network.

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

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